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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,840 | $106,264-56.9% | $147,117-68.8% | $77,762-41.1% |
| Participation rate | 91.0% | 78.4%+12.5pp | 82.2%+8.8pp | 70.6%+20.4pp |
| Annual return | 24.62% | 56.94%-32.3pp | 420.54%-395.9pp | 31.27%-6.6pp |
| Employer contribution / active EE | $2,923 | $4,074-28.3% | $4,932-40.7% | $2,728+7.1% |
| Participant deferral / active EE | $9,826 | $8,003+22.8% | $8,065+21.8% | $4,651+111.3% |
| Admin fee / account holder | $143 | $334-57.2% | $12,993-98.9% | $433-66.9% |